ENVIRONMENTAL AND ENERGY STUDY INSTITUTE (EIN 521268030) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

DANIEL BRESETTE

Phone

2026281400

Tax Period

2023-01-01 to 2023-12-31

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE, founded in 1982, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 21% operating deficit.

Mission

EDUCATE POLICYMAKERS ABOUT EQUITABLE SCIENCE-BASED SOLUTIONS FOR CLIMATE, ENERGY, & THE ENVIRONMENT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,632,979

Program Service Revenue $0

Investment Income $157,230

Other Revenue $0

TOTAL REVENUE $1,790,209

Expense Breakdown

Grants Paid $13,800

Salaries & Benefits $1,567,464

Fundraising Expenses $361,022

Program Expenses $1,507,653

Other Expenses $582,477

TOTAL EXPENSES $2,163,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,790,209	$2,246,259	-0.2%
Expenses	$2,163,741	$2,025,749	+0.1%
Net Income	$-373,532	$220,510	-2.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$186,289

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL BRESETTE	PRESIDENT	44.00	Officer	$162,661	$23,628	$186,289
DAVID ROBISON	VICE PRESIDENT OF FINANCE	44.00	Highest	$117,399	$17,753	$135,152
AMAURY LAPORTE	VICE PRESIDENT OF COMMUNICATIONS	44.00	Highest	$116,506	$16,523	$133,029
SUSAN WILLIAMS	VICE PRESIDENT OF PARTNERSHIP	44.00	Highest	$113,164	$20,741	$133,905
JARED BLUM	CHAIR	8.00	Officer Director	$0	$0	$0
LINDA CHURCH-CIOCCI	VICE CHAIR	0.60	Officer Director	$0	$0	$0
LAURA KALICK	TREASURER	0.60	Officer Director	$0	$0	$0
DAVID TERRY	SECRETARY	0.60	Officer Director	$0	$0	$0
RICHARD L OTTINGER	CHAIR EMERITUS	0.60	Officer Director	$0	$0	$0
ROSINA M BIERBAUM PHD	DIRECTOR	0.60	Director	$0	$0	$0
JOSEPH CAVARRETTA	DIRECTOR (END DEC 2023)	0.60	Director	$0	$0	$0
MONTY COOPER	DIRECTOR	0.60	Director	$0	$0	$0
SHELLEY FIDLER	DIRECTOR	0.60	Director	$0	$0	$0
ROBERT JACKSON	DIRECTOR	0.60	Director	$0	$0	$0
BARBARA MARTINEZ	DIRECTOR	0.60	Director	$0	$0	$0
FRANK MURRAY	DIRECTOR	0.60	Director	$0	$0	$0
RAYA SALTER	DIRECTOR	0.60	Director	$0	$0	$0
CHRISTOPHER SCHEPIS	DIRECTOR	0.60	Director	$0	$0	$0
KURT SHICKMAN	DIRECTOR	0.60	Director	$0	$0	$0
PHILLIP R SHARP	DIRECTOR	0.60	Director	$0	$0	$0
JEFFREY TALLEY	DIRECTOR (END APR 2023)	0.60	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,790,209	$2,163,741	$6,543,555	$-373,532
2022	$2,246,259	$2,025,749	$6,758,572	$220,510
2021	$1,736,875	$1,776,199	$5,209,603	$-39,324
2020	$1,918,883	$1,704,584	$4,927,316	$214,299
2019	$1,640,500	$1,477,752	$4,407,126	$162,748
2019	$1,640,500	$1,477,752	$4,407,126	$162,748
2018	$1,401,904	$1,345,341	$3,816,789	$56,563

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE